Completed 2026-07-27
Relationship-scoped client portals
Protected portals connect shared participation, operator administration, and useful email delivery to existing CRM meaning.
Outcome
Clients can participate without duplicating relationship, task, document, or communication authority.
Technologies and concerns
Admission identity
- Work
- work.2026-07-27.008.implement-client-portals
- Revision
- 12416703ebc0598f6eb2a2df5717aca5ceb4f4ac
- Receipt
- 23613d395ee598b52fe5